+302.2%
AUMI vs VT
+68.5%
+233.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +1.2% |
| 7D | +1.2% | -0.1% | +1.3% | +1.4% |
| 30D | +8.2% | -0.7% | +8.9% | +9.2% |
| 3M | +31.2% | +4.0% | +27.2% | +26.0% |
| 6M | -4.7% | +12.3% | -17.0% | -14.7% |
| YTD | +11.8% | +14.0% | -2.2% | -0.7% |
| 1Y | +47.1% | +20.3% | +26.8% | +25.4% |
| All | +302.2% | +68.5% | +233.7% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling